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Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1426
L.J. Altfest & Co
New York
$394K -$4.22K -19 -1%
WWM
1427
Windsor Wealth Management
Indiana
$394K +$23.1K +104 +6%
FG
1428
Fiduciary Group
Georgia
$394K +$112K +502 +34%
KSCM
1429
Kamunting Street Capital Management
Florida
$393K -$13.2M -59,308 -97%
BW
1430
Bison Wealth
Georgia
$391K -$229K -1,030 -37%
SFG
1431
StrategIQ Financial Group
Indiana
$388K +$109K +491 +40%
KCM
1432
Karp Capital Management
California
$387K +$140K +629 +58%
SPIO
1433
Seven Post Investment Office
California
$385K +$378K +1,700 New
EWM
1434
Executive Wealth Management
Michigan
$384K -$2.44M -10,975 -87%
BDFN
1435
Bond & Devick Financial Network
Minnesota
$383K – – –
DIP
1436
DT Investment Partners
Pennsylvania
$382K -$33.3K -150 -8%
WA
1437
Wealth Architects
California
$382K +$7.11K +32 +2%
FTUS
1438
Flow Traders U.S.
New York
$380K -$1.83M -8,255 -83%
GC
1439
Garde Capital
Washington
$380K +$128K +578 +53%
VBCG
1440
Valley Brook Capital Group
Pennsylvania
$379K -$7.78K -35 -2%
FWP
1441
Firethorn Wealth Partners
Georgia
$377K +$35.5K +160 +11%
BIM
1442
Baldwin Investment Management
Pennsylvania
$375K +$368K +1,655 New
HFP
1443
Holistic Financial Partners
Indiana
$374K +$35.5K +160 +11%
JF
1444
JSF Financial
California
$374K +$80.9K +364 +28%
BAM
1445
Berkshire Asset Management
Pennsylvania
$373K +$365K +1,645 New
SW
1446
SlateStone Wealth
Florida
$370K -$123K -554 -25%
SFG
1447
SevenBridge Financial Group
Pennsylvania
$370K +$96K +432 +36%
CC
1448
Claybrook Capital
Massachusetts
$370K +$363K +1,633 New
PCM
1449
Pennsylvania Capital Management
Pennsylvania
$369K -$873K -3,931 -69%
C
1450
Certuity
Florida
$369K -$70K -315 -16%
56 57
58
59 60